Archive - September 25, 2017

Sandi has been working with nonprofit and higher education institutions for almost 20 years in a variety of roles. At Heller she has worked with hundreds of organizations– including schools, colleges, human service organizations, consulting on business process, building custom technical solutions, and developeding effective growth strategies.

In earlier posts by Heller and Omatic Software, we wrote about a shift in approach to managing nonprofit data that is gaining steam: integrating Raiser’s Edge and Salesforce to leverage the strengths that each offer to nonprofits.

This week, we are hosting a webinar to discuss the types of integration opportunities that might be available in your organization. It has always been our philosophy that you should never invest in an integration unless you are very clear about action you will take with the data once it’s flowing back and forth. To help people think about how they might identify actionable use cases for their organization, we’ve put together three scenarios below that demonstrate possible ways to leverage combined data. Consider this an integration vision-board, if you will.